Means Wealth Management

Means Wealth Management is a family-owned, fee-only fiduciary wealth management firm founded in 1935 as a Maine corporation. It offers coordinated planning that brings together investments, tax considerations, estate matters and long-term goals, along with disciplined portfolio management and strategic oversight of employer retirement plans. Its clients include individuals and families with meaningful assets, nonprofits and institutions, and retirement plan committees.

The firm works with a team of advisors rather than a single adviser, and it coordinates with clients' accountants and attorneys. The first meeting is complimentary, and the firm's website says it does not sell proprietary products or earn commissions. Its main office is at 802 Stillwater Avenue in Bangor, with additional offices in Presque Isle, Maine, and in South Carolina. Its advisory services are generally suited to families with $1 million or more in investable assets.